Demography Unplugged with Neil Howe

Rising Cases and Crime, Reflation, and The Future of Hong Kong


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In this latest issue of my weekly podcast, we discuss the possibility of re-inflation. Gold and industrial metals are all on the rise. And at the same time, the US dollar is declining. What does all this mean? Well for China, they might be able to salvage a positive GDP growth for 2020. But for the US, this could mean a return to inflation. Re-inflation would force the Fed's hand to take away the punch bowl and could threaten to cut the S&P boom.Economic indicators remain largely negative...
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Demography Unplugged with Neil HoweBy Hedgeye Risk Management

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